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Nuveen NASDAQ 100 Dynamic Overwrite Fund

139 hedge funds and large institutions have $356M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0% more funds holding

Funds holding: 139139 (0)

0.72% less ownership

Funds ownership: 30.94%30.21% (-0.72%)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

13% less capital invested

Capital invested by funds: $409M → $356M (-$52.7M)

Holders
139
Holders Change
Holders Change %
0%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
39
Reduced
42
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$526K +$261K +9,993 +83%
HA
52
Huntleigh Advisors
Missouri
$503K -$11.5K -440 -2%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$469K -$6.53K -250 -1%
WS
54
Wedbush Securities
California
$469K
AW
55
Alteri Wealth
California
$466K -$24.8K -950 -5%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$462K +$83.3K +3,191 +20%
MA
57
Mutual Advisors
Nebraska
$456K -$18.8K -721 -4%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$450K -$43.8K -1,677 -8%
QL
59
Quarry LP
New York
$445K -$211K -8,092 -30%
PAG
60
Private Advisor Group
New Jersey
$429K -$223K -8,529 -32%
Truist Financial
61
Truist Financial
North Carolina
$429K -$37.4K -1,432 -7%
DC
62
Davenport & Co
Virginia
$416K
AC
63
Avory & Company
Florida
$407K
TSMHT
64
Thurston Springer Miller Herd & Titak
Indiana
$399K
KWA
65
Kingswood Wealth Advisors
California
$397K -$348K -13,315 -44%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$390K +$94.1K +3,605 +28%
LC
67
Lindbrook Capital
California
$366K +$68.7K +2,633 +21%
SA
68
Sanctuary Advisors
Indiana
$338K +$3.52K +135 +1%
MC
69
Moors & Cabot
Massachusetts
$328K -$39.8K -1,523 -10%
CWP
70
Cyndeo Wealth Partners
Florida
$328K -$28.7K -1,098 -7%
IAIM
71
International Assets Investment Management
Florida
$320K -$13.1K -500 -4%
ACP
72
Aviance Capital Partners
Florida
$318K
FAIM
73
Financial Advocates Investment Management
Washington
$317K +$12.8K +492 +4%
VF
74
Virtu Financial
New York
$312K +$343K +13,151 New
Comerica Bank
75
Comerica Bank
Texas
$301K -$2.56K -98 -0.8%

QQQX Hedge Fund Activity: Q1 2025 in Review

139 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q1 2025, worth a combined $356M — down 13% from $409M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QQQX positions and 15 closed out — a net gain of 2 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $3.41M. The largest seller was Nan Shan Life Insurance, cutting an estimated $11.9M.

  • 139 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $356M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q1 2025, down 13% quarter-over-quarter.
  • 17 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q1 2025 and 15 closed out, a net change of +2 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q1 2025 was Allspring Global Investments, an estimated $3.41M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q1 2025 was Nan Shan Life Insurance, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2025.